LSE - Delayed Quote GBP
Morgan Stanley UK Global Brands I GBP (0P00000ML4.L)
156.08
-0.37
(-0.24%)
As of May 2 at 9:00:00 PM GMT+1. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -2.64% |
| 5y Average Return | 8.41% |
| Number of Years Up | 19 |
| Number of Years Down | 2 |
| Best 1Y Total Return (May 2, 2025) | 25.51% |
| Worst 1Y Total Return (May 2, 2025) | -- |
| Best 3Y Total Return | 25.51% |
| Worst 3Y Total Return | 3.91% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P00000ML4.L
Category
- YTD
- -1.44%
- 0.00%
- 1-Month
- -4.97%
- 0.00%
- 3-Month
- -1.44%
- 0.00%
- 1-Year
- 3.18%
- 0.00%
- 3-Year
- 5.35%
- 0.00%
- 5-Year
- 9.90%
- 0.00%
- 10-Year
- 11.49%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P00000ML4.L
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 5.62% | -1.78% | 2.91% | 3.58% |
| 2023 | 2.28% | 2.92% | -0.63% | 4.76% |
| 2022 | -5.44% | -4.90% | 1.96% | 0.98% |
| 2021 | 0.87% | 8.10% | 3.99% | 9.36% |
| 2020 | -6.63% | 14.50% | 2.44% | -0.31% |
| 2019 | 11.85% | 8.55% | 2.91% | 0.35% |
| 2018 | -5.77% | 12.25% | 5.73% | -7.44% |
| 2017 | 8.36% | 1.65% | -2.52% | 6.88% |
| 2016 | 5.73% | 8.01% | 5.57% | 4.11% |
| 2015 | 5.77% | -3.21% | -0.58% | 10.21% |
| 2014 | -0.01% | 2.48% | 3.11% | 6.10% |
| 2013 | 16.59% | 0.30% | -2.63% | 3.54% |
| 2012 | 8.09% | -2.29% | 4.15% | -0.43% |
| 2011 | 0.98% | 6.76% | -2.68% | 4.47% |
| 2010 | 12.57% | -7.27% | 5.83% | 7.18% |
| 2009 | -9.97% | 3.98% | 18.71% | 6.48% |
| 2008 | -6.96% | -7.33% | 3.88% | 7.33% |
| 2007 | 5.36% | 0.58% | -2.07% | 4.21% |
| 2006 | 4.90% | -3.98% | 5.30% | 1.27% |
| 2005 | 5.44% | 6.29% | 6.32% | 5.67% |
| 2004 | -0.29% | 4.43% | -3.36% | 4.86% |
| 2003 | 12.30% | 2.56% | 8.81% | -- |
Rank in Category (By Total Return)
| YTD | 21 |
| 1-Month | 28 |
| 3-Month | 21 |
| 1-Year | 37 |
| 3-Year | 57 |
| 5-Year | 76 |
Load Adjusted Returns
| 1-Year | 3.18% |
| 3-Year | 5.35% |
| 5-Year | 9.90% |
| 10-Year | 11.49% |
Performance & Risk
| YTD Return | -2.64% |
| 5y Average Return | 8.41% |
| Rank in Category (ytd) | 21 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.78 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | Morgan Stanley Investment Management (ACD) Limited |
| Net Assets | 884.64M |
| YTD Return | -1.44% |
| Yield | 0.49% |
| Morningstar Rating | |
| Inception Date | Feb 25, 2011 |
Fund Summary
Fund Summary Information Not Available
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